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Name Holding Trade Value Shares
Change 		Change in
Stake
ZP
3376
Zimmer Partners
New York
$5.05M – – –
AG
3377
Artal Group
Luxembourg
$5.05M +$3.72M +8,800 +352%
LWM
3378
LongView Wealth Management
Georgia
$5.03M -$91.6K -217 -2%
SSW
3379
Smith Shellnut Wilson
Mississippi
$5.03M – – –
KW
3380
KWB Wealth
California
$5.03M -$26.2K -62 -0.5%
MSCM
3381
McElhenny Sheffield Capital Management
Texas
$5.03M -$1.27K -3 -0%
TI
3382
tru Independence
Oregon
$5.03M +$174K +412 +4%
CM
3383
Crestline Management
Texas
$5.03M -$4.34M -10,275 -48%
GCM
3384
Gables Capital Management
Florida
$5.03M +$71.8K +170 +2%
PRS
3385
Pinkerton Retirement Specialists
Idaho
$5.03M +$223K +527 +5%
NG
3386
Northstar Group
New York
$5.02M -$84.5K -200 -2%
AMG
3387
Asset Management Group
Connecticut
$5.02M +$395K +935 +9%
THWM
3388
Taylor Hoffman Wealth Management
Virginia
$5.02M +$90.8K +215 +2%
WWP
3389
WR Wealth Planners
Missouri
$5.01M +$78.1K +185 +2%
RHP
3390
Royal Harbor Partners
Texas
$5M -$1.01M -2,394 -18%
CI
3391
Cavalier Investments
Georgia
$4.99M +$129K +305 +3%
G
3392
GenTrust
Florida
$4.97M +$803K +1,901 +21%
CV
3393
Counterweight Ventures
North Carolina
$4.97M +$79.4K +188 +2%
EIG
3394
Ellenbecker Investment Group
Wisconsin
$4.96M +$188K +446 +4%
JJBC
3395
James J. Burns & Company
New York
$4.95M +$2.92M +6,903 +165%
VWMG
3396
Virginia Wealth Management Group
Virginia
$4.94M -$16K -38 -0.3%
HIM
3397
Hillsdale Investment Management
Ontario, Canada
$4.94M +$370K +876 +9%
DBRC
3398
D.B. Root & Company
Pennsylvania
$4.94M -$68.4K -162 -1%
AWMT
3399
AAFMAA Wealth Management & Trust
North Carolina
$4.94M +$581K +1,375 +14%
RWMG
3400
Redwood Wealth Management Group
New Jersey
$4.92M +$4.22K +10 +0.1%
134 135
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